Group 1 - The article discusses the perspective of an amateur value investor focused on finding bargains in emerging markets, influenced by renowned investors like Li Lu and Peter Lynch [1] - The investor emphasizes the importance of maintaining an investment journal to track past successes and learn from failures, adopting an owner-mindset while largely ignoring macroeconomic noise [1] - The investor's economic thinking is heavily influenced by the works of Henry Hazlitt, Friedrich Hayek, and Ludwig Von Mises, with a recent appreciation for the book 'Economics in One Lesson' [1] Group 2 - The article does not contain any disclosures regarding stock positions or plans to initiate positions in the mentioned companies [2] - It clarifies that the opinions expressed are personal and not influenced by any business relationships with the companies mentioned [2] - The article also notes that past performance is not indicative of future results and does not provide specific investment recommendations [3]
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